Financial Strategist
Current
Jul 2024 - Present
AeroLeads people directory · profile
David Neeley Email & Phone Number
Financial Strategist | GenX Advocate | Executive Bourbon Steward | Army Veteran
at
Stone Press Financial Group
1 work email found
@nlgroupmail.com
2 phones found area 704
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Strategist | GenX Advocate | Executive Bourbon Steward | Army Veteran
Location
Charlotte, North Carolina, United States
Who is David Neeley? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Neeley is listed as Financial Strategist | GenX Advocate | Executive Bourbon Steward | Army Veteran at Stone Press Financial Group, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at nlgroupmail.com, phone signal with area code 704, and a matched LinkedIn profile for David Neeley.
David Neeley previously worked as Financial Strategist at Stone Press Financial Group and Financial Representative at National Life Group. David Neeley holds Bachelor Of Arts (B.A.), Business/Corporate Communications from Mercer University.
Company email context
Email format at Stone Press Financial Group
This section adds company-level context without repeating David Neeley's masked contact details.
*@nlgroupmail.com
68% confidence
AeroLeads found 1 current-domain work email signal for David Neeley. Compare company email patterns before reaching out.
Profile bio
About David Neeley
Forward Observations is a retirement planning service designed for Generation X, addressing the unique challenges of managing their own retirement, healthcare, and housing needs while caring for Baby Boomer parents and supporting late Millennial and Gen. Z children.
Listed skills include Business Needs Analysis, Estate Planning Strategies, Financial Strategies, Life Insurance, and 7 others.
Current workplace
David Neeley's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
David Neeley work experience
A career timeline built from the work history available for this profile.
Financial Representative
Current
Oct 2015 - Present
Nc/Sc Brand Ambassador
CurrentPromote the Uncle Nearest brand at on- and off-site locations via private tastings and event presentations.
Feb 2023 - Present
Financial Strategist
May 2022 - Jul 2024
Financial Representative
Oct 2015 - Apr 2022
1 education record
David Neeley education
-
Mercer University
FAQ
Frequently asked questions about David Neeley
Quick answers generated from the profile data available on this page.
What company does David Neeley work for?
David Neeley works for Stone Press Financial Group.
What is David Neeley's role at Stone Press Financial Group?
David Neeley is listed as Financial Strategist | GenX Advocate | Executive Bourbon Steward | Army Veteran at Stone Press Financial Group.
What is David Neeley's email address?
AeroLeads has found 1 work email signal at @nlgroupmail.com for David Neeley at Stone Press Financial Group.
What is David Neeley's phone number?
AeroLeads has found 2 phone signal(s) with area code 704 for David Neeley at Stone Press Financial Group.
Where is David Neeley based?
David Neeley is based in Charlotte, North Carolina, United States while working with Stone Press Financial Group.
What companies has David Neeley worked for?
David Neeley has worked for Stone Press Financial Group, National Life Group, Uncle Nearest, Inc., Jd Financial Group And Associates Inc, and Summit Advisory Group.
How can I contact David Neeley?
You can use AeroLeads to view verified contact signals for David Neeley at Stone Press Financial Group, including work email, phone, and LinkedIn data when available.
What schools did David Neeley attend?
David Neeley holds Bachelor Of Arts (B.A.), Business/Corporate Communications from Mercer University.
What skills is David Neeley known for?
David Neeley is listed with skills including Business Needs Analysis, Estate Planning Strategies, Financial Strategies, Life Insurance, Insurance Strategies, Personal Needs Analysis, Retirement Strategies, and 401K Rollovers.
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